Job Description
Financial Advisor
Key Skills
• Graduate with consistent academic career. • Fresher from management institutes. • Sales focused and highly target oriented. • Able to pick up new concepts quickly. • Able and excited about going out to meet new customers. • Competitive awareness & benchmarking. • Excellent communication, interpersonal & relationship building skills. • Product and market knowledge. • Customer and Service Orientation.
Key Responsibilities
• Looking for a dynamic salesperson with good communication and convincing skills. • Maximize sales performance to achieve given revenue targets, maintaining coa, wirr and TPP/cross sell penetration as per the business requirement. • Maintain low bounce rate and delinquency by good customer sourcing. • Thorough knowledge of product and the market for driving the business and to avoid miss selling and proper adherence with the policy of the company. • Device strategies to acquire new customers by finding potential market segmentation in the respective area. • Achieve “best in class” productivity in order to maximize the efficacy of the sales process. • Ensure accurate and timely processing of all customer instructions/files as per applicable processes/ circulars. • Have complete knowledge of the customer base in terms of the profile and the target segment (right sourcing
Key Skills
• Graduate with consistent academic career. • Fresher from management institutes. • Sales focused and highly target oriented. • Able to pick up new concepts quickly. • Able and excited about going out to meet new customers. • Competitive awareness & benchmarking. • Excellent communication, interpersonal & relationship building skills. • Product and market knowledge. • Customer and Service Orientation.
Key Responsibilities
• Looking for a dynamic salesperson with good communication and convincing skills. • Maximize sales performance to achieve given revenue targets, maintaining coa, wirr and TPP/cross sell penetration as per the business requirement. • Maintain low bounce rate and delinquency by good customer sourcing. • Thorough knowledge of product and the market for driving the business and to avoid miss selling and proper adherence with the policy of the company. • Device strategies to acquire new customers by finding potential market segmentation in the respective area. • Achieve “best in class” productivity in order to maximize the efficacy of the sales process. • Ensure accurate and timely processing of all customer instructions/files as per applicable processes/ circulars. • Have complete knowledge of the customer base in terms of the profile and the target segment (right sourcing
💡 Quick Summary
Seeking a career-building opportunity? The Financial Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
